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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
SFG Wealth Management
Maryland
$790K +$778K +18,110 New
AC
477
Avant Capital
Louisiana
$786K +$248K +5,771 +47%
CIAS
478
Capital Investment Advisory Services
North Carolina
$784K +$210K +4,901 +38%
Sowell Financial Services
479
Sowell Financial Services
Arkansas
$782K +$770K +17,922 New
CWP
480
Core Wealth Partners
California
$781K +$1.63K +38 +0.2%
WWA
481
Wisconsin Wealth Advisors
Wisconsin
$778K +$766K +17,835 New
SCA
482
Snowden Capital Advisors
New York
$776K +$110K +2,563 +17%
SFS
483
Security Financial Services
Indiana
$771K +$52K +1,212 +7%
Clark Capital Management Group
484
Clark Capital Management Group
Pennsylvania
$764K +$323K +7,512 +75%
PAS
485
PKS Advisory Services
New York
$749K +$296K +6,883 +67%
QRG Capital Management
486
QRG Capital Management
Illinois
$736K +$2.66K +62 +0.4%
AIM
487
Anchor Investment Management
South Carolina
$729K +$183K +4,263 +34%
NG
488
Norden Group
Utah
$722K – – –
LC
489
Lincoln Capital
Nebraska
$715K -$10.9K -255 -2%
PNC Financial Services Group
490
PNC Financial Services Group
Pennsylvania
$714K +$189K +4,398 +37%
CIS
491
Continental Investors Services
Washington
$714K -$85.9K -2,001 -11%
CC
492
Clearwave Capital
California
$704K +$693K +16,138 New
HBW
493
Hazlett, Burt & Watson
West Virginia
$703K -$6.36K -148 -0.9%
Blue Trust Inc
494
Blue Trust Inc
Georgia
$697K +$634K +14,762 +1,220%
TC
495
Trilogy Capital
California
$684K -$220K -5,115 -25%
AE Wealth Management
496
AE Wealth Management
Kansas
$667K +$238K +5,553 +57%
BWA
497
Beam Wealth Advisors
Louisiana
$657K +$61.6K +1,434 +11%
RIA
498
Realta Investment Advisors
Delaware
$657K +$25.9K +604 +4%
PI
499
PFG Investments
New York
$651K +$165K +3,854 +35%
CHJWM
500
Carlton Hofferkamp & Jenks Wealth Management
Texas
$648K +$1.55K +36 +0.2%